Our mission is to understand your financial goals and develop a strategy to help you achieve them.
Why Patersons?


Why Partner With Patersons?

  • Our sophisticated Wealth Management process.

    Our approach to Wealth Management is based on our years of experience helping Australians manage their wealth. Our process is designed to ensure our Advisers gain a deep understanding of your unique personal needs and circumstances, before tailoring a strategy specific to you.

  • Our highly experienced team of Wealth Advisers.

    Our Wealth Advisers are some of the best in the business, with an expansive range of knowledge and years of advisory experience. They are complimented by our team of Wealth Specialists, who are brought in as required to ensure every client receives the right advice for their needs.

  • A personalised service focused on building long-term relationships.

    We understand the value strong relationships bring to our business and invest our time and energy to build and maintain them. Accordingly, we tailor our services to suit your needs, ensuring we always provide you with a good fit.

  • We're a private company - 75% employee owned.

    Unlike many of our competitors, we don’t have our own suite of investment products to sell you. This leaves our Advisers free to focus on achieving the best outcome for your individual situation, using the most appropriate strategies.

  • Founded in 1903, we have more experience than most.

    Our clients benefit from the wisdom we’ve gained providing financial services to Australians and their families over the past 114 years. Our depth of knowledge and wealth of experience enables us to guide you through changing market conditions.

  • Our clients trust us with over $13 billion in funds under management and advice.

    Our hard-earned reputation for integrity and performance has led to over 80,000 client accounts trusting us with their investments.

  • Our in-house equities research team covers 140+ Australian listed companies.

    Complimented by our long-standing relationship with Morningstar Australia, our highly-qualified team of research analysts delve beneath the surface of Australian companies to better understand their current performance and unearth future investment opportunities.

  • With 11 offices around Australia, there‚Äôs sure to be one near you.

    Our national presence keeps us firmly in touch with news and events around the country, including those affecting people in your region. This boots-on-the-ground approach helps us understand our clients individual needs better.

  • Access to exclusive deals via our Corporate Finance team.

    Patersons Corporate Finance has been ranked #1 by number of new equity issues in Australia every year since 2003 (by reference to the Thomson Reuters League Table), providing eligible clients exclusive access to corporate IPO’s and capital raising opportunities.